See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,918 | $189,613-91.1% | $167,512-89.9% | $142,382-88.1% |
| Participation rate | 73.7% | 80.1%-6.4pp | 77.1%-3.4pp | 80.1%-6.4pp |
| Annual return | 19.74% | 2024.68%-2004.9pp | 1615.79%-1596.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $702 | $4,349-83.9% | $3,882-81.9% | $4,299-83.7% |
| Participant deferral / active EE | $2,215 | $6,981-68.3% | $6,405-65.4% | $6,507-66.0% |
| Admin fee / account holder | $1,195 | $10,528-88.6% | $9,769-87.8% | $12,624-90.5% |